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Use of Roster Types

Use of Roster Types

This article will walk through different types of Roster that can be utilized by the user: Employees, Jobs, and Both. Note that all of these roster types are used in conjunction with desired viewing profiles and scales on the Roster screen.

 

Employees Roster

1) Click on the Scheduling icon from the navigation menu, then select the Roster option in the Schedule section.

2) Press the Employees button in the top right corner of the Roster.

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3) Employees Roster displays the following information the main grid:

  • Employee specific information: first name, last name, seniority, etc.
  • Calendar days across
  • Employee assignments
  • Ability to modify assignments, create new assignments, delete assignment, etc.

Note: what and how the employee information is presented on the Employees Roster is controlled by the Roster Options (accessible via Settings Wheel 14.pngbutton on the bottom left).

 

Jobs Roster Both Roster

1) Click on the Scheduling icon from the navigation menu, then select the Roster option in the Schedule section.

2) Press the Jobs button in the top right corner of the Roster.

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3) Jobs Roster displays the following information the main grid:

  • Job specific information: name, description, location, etc.
  • Calendar days across
  • Job assignments
  • Ability to modify/fill assignments, solve for problem (understaffed) assignments, etc.

Note: what and how the jobs information is presented on the Jobs Roster is controlled by the Roster Options (accessible via Settings Wheel 14.pngbutton on the bottom left).

 

Both Roster

1) Click on the Scheduling icon from the navigation menu, then select the Roster option in the Schedule section.

2) Press the Both button in the top right corner of the Roster.

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3) Combines Employees and Jobs Rosters (above) on one screen. Employees Roster is displayed on the top half of the screen and is aligned with the Jobs Roster, that is displayed at the bottom half of the screen.

Note: what and how the employees and jobs information is presented on the Both Roster is controlled by the Roster Options (accessible via Settings Wheel 14.pngbutton on the bottom left).

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